Joanna, In the Mail function, there is an option for Reminders. I'm guessing you don't have a pre-printed billing form you plan to use. You would click "New." Reminder type would be "create custom data file" then choose whether you want one bill 'per pledge' or a bill...

Quite frustrating isn't it? I agree, I want the date I process/print the reminders in the constit record history, not the run date. According to knowledge base solution BB503606, it's one of the suggestions they are reviewing. Yeah! Vote yes if it would benefit your organization. Don't suppose...

We process pledge reminders each month using the last day of the following month for our run date. For example, on September 25th, we will run pledge reminders for all pledges that are due in October. We do this by using the run date of 10/31/2009. Unfortunately, using 10/31/2009 causes several issues...

Lou, When you say "The records were not “Acknowledged”" do you mean the gifts were acknowledged/not acknowledged according to the RE field or your personal choice was they were not acknowledged so you didn't create reminder history. I don't believe the 'acknowledged/not acknowledged...

We need to add pledge reminder history to several thousand gift records. A few months ago, mail reminders were generated using a custom data file. The records were not “Acknowledged” so history was not created. Is there a process to create the history using data from the exported Excel spreadsheet?

Hi, Yolanda. The pledge reminder history on gift records cannot be deleted (similar to the gift acknowledgement history), but a suggestion has been documented if you'd like to add your name to the request list: Unable to change the gift information in the gift acknowledgement history . Sorry it's...

How can I delete the reminder history in the donor's record?

Has anyone found a way to do this? I looked it up on the kb and got the following “it has been filed as a suggestion”. Please add your names to the list so we can get this implemented….. until then any suggestions? Solution Number: BB77018 Applicable Product(s): Raiser's...